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Beijing Wan Insurance Brokerage Company Registration Process Qualifications Legal Persons Need to Have Zhang Jingye Beijing Wan Insurance Brokerage Company Registration Process Legal Persons Need to Qualify Zhang Jingye
Beijing Wan Insurance Brokerage Company Registration Process Legal Persons Need to Qualify Zhang Jingye
Do you know the general service procedures of insurance brokerage companies?
1. Preliminary risk investigation
Conduct a preliminary investigation of the risks existing with the customer, such as company property, building property, machinery and equipment, and other aspects.
2. Issuance of insurance broker authorization letter and service agreement
The customer entrusts us to be the insurance consultant. We will strive for the maximum reasonable interests from the insurance company from the perspective of the customer's interests.
3. Risk Exploration and Assessment
After the preliminary risk investigation, we will conduct on-site investigation to assess the risk, such as the customer's geographical location, climate, surrounding environment, etc. to assess the risk.
4. Designing insurance plans
Tailor-made appropriate and reasonable insurance plans for customers based on the analyzed risks, and reasonably avoiding risks.
5. Assist customers in preparing insurance information
We will assist customers in collecting the information required for insurance, making the process simple and convenient.
6. Assist customers with market inquiries and quotation comparison analysis
Make public inquiries from multiple parties, find the lowest insurance price, the best insurance service, and properly arrange insurance matters.
7. Select an insurance company and go through the insurance procedures
Choose a suitable insurance company with good service for customers through analysis and negotiation.
8. Disaster prevention, loss prevention, and risk management
Within one month after underwriting, a service manual will be produced and training will be conducted for customers so that customers can intuitively and clearly understand insurance responsibilities and increase the insured's awareness of risk prevention.
9. Maintenance during the policy period
Regularly visit customers for multi-faceted communication, analyze potential risks through work experience, and advise customers to strengthen risk prevention or transfer risks.
10. Assistance with claims
How to register a Shenzhen insurance brokerage company? Our professional financial licenses mainly include banking, insurance, trust, securities dealers, financial leasing, futures, funds, fund subsidiaries, fund sales, etc. Three-party payment license, small loan, pawn type.
To register an insurance brokerage company, all insurance brokerage companies must have no criminal certificate when transferring legal persons. If the credit report is good, plum blossoms will be fragrant
To register an insurance brokerage company, all insurance brokerage companies must transfer legal persons without criminal certificates. If a good credit report is not a bone-chilling cold, how can the plum blossoms be so fragrant
To register an insurance brokerage company, all insurance brokerage companies transferring legal persons must have no criminal certificates. If a good credit report is not a bone-chilling cold, how can the plum blossoms be so fragrant
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